Finanzierung | Financing » Surviving and investing in challenging markets« Supported by Programme 10:00 Welcoming speech 10:05 Opening remarks 10:15 Market Analysis World trade & shipping trends – setting the right course in today’s markets Key developments to watch in the different shipping segments. Risks and perspectives. Henriette Brent-Petersen, Head of Research at DVB Bank SE 10:35 Keynote Liner consolidation – the Japanese way First-hand account of the merger of NYK, MOL and K Line’s container divisions in ONE. A perspective on the future liner shipping from the Far East by CEO Jeremy Nixon 10:55 Keynote Making investment strategies a success story Angeliki Frangou, CEO, Navios Group 11:15 Disruptors, Shakers & Movers: No risk, no gain Vibrant market players share experiences, insights and visions. Panel debate Achim Böhme, CEO, Lomar Shipping Angeliki Frangou, CEO, Navios Group Jeremy Nixon, CEO, Ocean Network Express (ONE) Mark O’Neil, CEO, Columbia Marlow 12:15 Lunch 13:15 Quo Vadis Claus-Peter Offen? Claus-Peter Offen making a fresh start. Strategies and prospects at CPO Holding. 13:45 Valuation & Accounting Vessel (market) values in many segments remain below historical averages, posing a problem especially for debt-laden ships with excessive loan-to-value-ratios. How are ships currently assessed under discounted cash flow models like those used by shipping banks or by the LTAV? What are the implications for shipowners and banks? Market value and fair value of ships – will the gap soon disappear? New IFRS regulations – another nail on the coffn …? Stefan Schöniger (KPMG AG, Deal Advisory) | Hartmut Hecker (KPMG AG, Audit) 14:15 Chinese Financing: Leasing solutions in the spotlight Chinese lessors are probably the fastest expanding source of funding. However, the large deal volumes, preferred by leading institutions, make it more diffcult for small and medium-sized shipowners to tap into it. Experts discuss typical structures and requirements for Chinese leasing and the strategy of lessors in the sector. Premium Sponsor Sponsor 20 HANSA International Maritime Journal – 154. Jahrgang – 2017 – Nr. 10
Finanzierung | Financing Panel debate Hai Jin, Executive Director, COSCO Shipping Funds Cruise Chi, Executive Manager, Bocomm Shipping Leasing (Europe) Carsten Stellamanns, Advisor, Dabelstein & Passehl 15:00 Shipping Bank update – old risks, new opportunities Vast volumes of non-performing loans originated in the previous decade continue to pressure banks. However, huge loan loss provisions made in recent years should allow them to clear out critical parts of their portfolios. How do the banks’ ship finance leaders assess the prospects for restructuring, for outright sale of assets and loans as well as for new business going into 2018? Panel debate Oliver Hermanns, Head of Shipping Germany, Crédit Agricole CIB Philipp Wünschmann, Leiter Schiffsfinanzierung, Berenberg Bank Tobias Zehnter, NordLB 15:30 Coffee break 16:00 In the Spotlight: Sellout or new beginning? HSH Nordbank in its fateful turn Erik Lackschewitz, Chief Risk Offcer 16:30 Private and public Equity What the money wants, what shipping can offer – investment strategies and capital market trends today Private equity and opportunities for loan portfolio buyouts? Henrik Haeder, Partner, Head of Europe, Transport Capital Pte. Pareto Holding and new possibilities for structured financing? Rolf Darboven Zapffe, Managing Director, Pareto Holding Wall Street and Oslo market update following this year’s rally in offerings by listed owners Erik Helberg, CEO Clarksons Platou Securities 17:30 Shipping meets innovation (powered bei KPMG AG) The shipping industry is facing the new digital world. Digitalization goes hand in hand with innovation. Is the industry really ready for it? Can a change end the crisis? What is the trigger for a successful shipping operator in the future? Panel Debate Steffen Wagner, Partner, Global Head of Transportation, KPMG AG Jan-Henrik Hübner, Global Head of Shipping Advisory, DNV GL Maritime Michael Wax, Co-Founder & Chief Commercial Offcer, Freight Hub 18:45 Get together 19:00 Evening Buffet Powered by HANSA International Maritime Journal 30. November | Grand Elysée Hamburg Rothenbaumchaussee 10 | 20148 Hamburg est. 1864 www.hansa-online.de Please note: Subject to alterations HANSA International Maritime Journal – 154. Jahrgang – 2017 – Nr. 10 21
